Activate Terms and Conditions in Sales¶
Terms and conditions are an integral part of the sales contract. The specific and detailed provisions on the time and mode of payment, delivery point, and responsibilities between the customer and the seller will draw the liability limit for each party.
Enable the Viindoo feature of terms and conditions¶
To enable the feature, navigate to Accounting > Configuration > Settings and check on Default Terms & Conditions. The users could add more general terms and conditions for all quotations, orders and invoices.
Using terms and conditions in general settings¶
In the quotation / sales order¶
After enablement, navigate to Sales > Orders > Quotations > Create. The contents of terms and conditions will be auto-added to the Order Lines tab.
Refer to The instructions on sales order creation.
In the invoice¶
Similar to the sales order, the terms and conditions will be auto-added based on the general settings as soon as a new invoice is created.
Refer to Steps to create customer invoices.
Additionally, on each quotation, sales order or invoice, users can modify or change the terms and conditions.
Add terms and conditions to the sale quotation template¶
Besides the default terms and conditions set in the general settings, users could also establish terms and conditions in quotation templates by navigating to Sales > Configuration > Settings at the Quotations & Orders section, check on Quotation Templates and press Save.
Refer to Using quotation templates.
Press Quotation Templates and press Create to create your own template. Users could add terms and conditions for specific circumstances as the image below.
When creating a new quotation/order, after selecting a quotation template, the system will automatically add the corresponding terms and conditions set on that quotation template.
